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Portfolio (Quarterly) Guide ↗

Creative Capital Management Investments LLC

· CIK 0001957363
13F Portfolio $433M AUM 1,438 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1157 New 160 Added 39 Reduced 29 Exited
Page 51 of 72  ·  1,438 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 NFG NATIONAL FUEL GAS CO COM Energy 17.0 $1K NEW $77.24 +7.3%
1002 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 26.0 $1K NEW $50.42 +8.2%
1003 PSN PARSONS CORP DEL COM Industrials 25.0 $1K NEW $52.40 -6.0%
1004 SLM SLM CORP COM Financial Services 50.0 $1K NEW $25.94 +3.2%
1005 HOG HARLEY DAVIDSON INC Consumer Cyclical 53.0 $1K NEW $24.45 +13.9%
1006 TW TRADEWEB MKTS INC CL A Financial Services 13.0 $1K NEW $99.69 +8.4%
1007 LW LAMB WESTON HLDGS INC COM Consumer Defensive 30.0 $1K NEW $43.17 +26.9%
1008 SKYW SKYWEST INC COM Industrials 13.0 $1K NEW $99.31 -0.4%
1009 KKR KKR & CO INC COM 14.0 $1K NEW $91.79
1010 FIS FIDELITY NATL INFO SVCS Technology 33.0 $1K NEW $38.88 +4.3%
1011 SNDR SCHNEIDER NATIONAL INC CL B Industrials 35.0 $1K NEW $36.54 -3.6%
1012 CBU COMMUNITY FINANCIAL SYSTEM INC COM Financial Services 19.0 $1K NEW $67.11 -6.0%
1013 TDS TELEPHONE & DATA SYS INC COM NEW Communication Services 34.0 $1K NEW $37.00 -10.4%
1014 AEO AMERICAN EAGLE OUTFITTERS INC COM Consumer Cyclical 73.0 $1K NEW $17.21 -3.0%
1015 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 14.0 $1K NEW $89.64 -3.5%
1016 ASH ASHLAND INC COM Basic Materials 19.0 $1K NEW $65.89 +12.2%
1017 NTB BANK OF N T BUTTERFIELD & SON SHS NEW Financial Services 21.0 $1K NEW $59.52 -0.7%
1018 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 20.0 $1K NEW $62.20 -29.8%
1019 SWX SOUTHWEST GAS HLDGS INC COM Utilities 14.0 $1K NEW $88.71 +0.8%
1020 SYNA SYNAPTICS INC COM Technology 10.0 $1K NEW $124.20 -21.4%
Page 51 of 72  ·  1,438 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.8%
Industrials 14.0%
Consumer Cyclical 11.0%
Financial Services 10.7%
Healthcare 8.1%
Communication Services 6.9%
Consumer Defensive 4.1%
Utilities 2.1%
Energy 1.6%
Basic Materials 0.9%